​About Adding Files

Files of varying types can be added ('uploaded' or 'attached') to most Clarizen item types . Once they're added, files can be viewed via a File Viewer.

Clarizen currently enables uploading supported file types, limited to 100 MB per file (based on your storage capacity ), to a work item. Additionally Google Docs and Box stored files can also be assigned to work items.

Files can be added via the Add Related ribbon, located in the Relations Panel, by clicking the '+' on a Data Preview (available by clicking a Quick Peek icon), or by dragging and dropping files directly onto an item.

Note:

Storage capacity is determined by the number of licensed user in the organization, for additional storage contact your Customer Success Manager.

Adding Files to Grid Items

Select an item in the grid.

Click and then

OR In the Relations Panel, click the Add Related link (located at the panel's base) and click

The Add File window opens.

Figure 1: Add File Window

Adding Existing Files

Select the Existing tab to choose from files already uploaded into Clarizen

Select the files you wish to attach and use the to make or remove your selection

Note:

Use the search field to quickly locate the desired files.

Click

Uploading New Files

Select the New tab to upload new files See The Add File window above.

Click and browse to file you intend to add

Note:

If Digital proofing is enabled and you have active proofing licenses, you can Select the Create a Proof option to upload a proof file. See Creating and Managing Proofs for more details.

Define the Name field

Click to select a category for the Document Type field

Enter a description to the Description field (details to help locate files using the Global Search)

Click ​ The data is sent to the server, a message confirms the action.

The file is added to the item.

OR

Click

The data is sent to the server, a message confirms the action, t he file is added to the item and a blank Add File window opens, return to step 2.

Adding Files by Drag and Drop

Clarizen supports 'Drag-and-drop' for multiple files onto any item that supports a file link in the system directly from your computer onto the actual item. Additionally, if the Relations Panel already contains a file subsection (pane), files can be dragged and dropped into that section. Dragging and dropping a file automatically creates the file and link it to the relevant item.

Adding Files via Data Preview

Complete Steps 2 through 6 of the Uploading New Files procedure above. The data is sent to the server, a message confirms the action, and the file is added to the item.

​

Adding a File Shortcut

A shortcut to a file can be added to Clarizen if your organization is using a shared server (or other such document sharing system such as Google Docs or Box). The shortcut path is typically a URL or computer directory path

Navigate to the Add File window via one of the methods described above

Click

Figure 6: Define Shortcut

Enter (or 'paste') the complete file path and name , ensuring no spaces exist between characters

Complete Steps 3 through 6 of the Uploading New Files procedure above. The data is sent to the server, a message confirms the action, and a shortcut to a file is added to the item.

Adding a Google Doc

You can add Google Docs data storage files (up to 15 GB).

Navigate to the Add File window via one of the methods described above.

Click

​

Figure 7: Define Google Doc

Click to link an existing Google Doc

OR

Select the Create new radio button and click adjacent to File

Select the file type

​ Complete Steps 3 through 6 of the Uploading New Files procedure above.

The data is sent to the server, a message confirms the action, and the Google Docs file is added to the item

All Google Doc files can be accessed via Google Drive.

Note:

Google Drive has two types of Office files: Documents created as a Google Doc and documents uploaded to Google Drive. Documents that have been uploaded to Google Drive cannot be edited.

Best Practices

For files that just need to be viewed, rather than edited, it is recommend to upload these files to Google Drive. Files that need to be edited should be converted into Google Docs, as Google Drive does not support editing.

Note:

When converting to a Google Doc file you will have two unconnected files, the original uploaded file and the new converted Google Docs file.

Adding a Webpage Link

Navigate to the Add File window via one of the methods described above.

Click

​

Figure 8: Define Webpage Link

Enter (or 'paste') the full URL path .

Complete Steps 3 through 5 of the Uploading New Files procedure above.

The data is sent to the server, a message confirms the action, and the webpage link is added to the item.

Adding a Box File or Folder

Navigate to the Add File window via one of the methods described above .

Click

​

Figure 9: Define Box

Click The Choose a Box Doc find window opens.

​

Figure 10: Choose Box Doc

Select the intended Folder or File, create a new folder, or upload file to Box and click

Note:

You can use the search field to quickly locate the file you are looking for.

Define the Name field.

Click to select a category for the Document Type field.

Enter a description to the Description field.

Click

The data is sent to the server, a message confirms the action, and the selected Box folder is added to the item.

Comments

Clarizen is a global leader in collaborative work management software, bringing together cross-company project management, configurable workflow automation,
in-context collaboration and a tailored, role-based experience, all built on a secure, scalable enterprise platform.

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